Heartwood Wealth Advisors »

Watsco, Incorporated shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 761 428.47
2023-09-30 $287k 761 377.72
2023-06-30 $276k 724 381.47
2023-03-31 $202k 635 318.16